1st Edition

Deploying Enterprise Systems How to Select, Configure, Build, Deploy, and Maintain a Successful ES in Your Organization

By David Mattson Copyright 2024
    120 Pages 13 B/W Illustrations
    by Productivity Press

    120 Pages 13 B/W Illustrations
    by Productivity Press

    120 Pages 13 B/W Illustrations
    by Productivity Press

    This book focuses on topics that business managers and project teams in global enterprises need to understand and follow to successfully deploy an Enterprise System (ES) for their organization. It explains: Why this type of software product will appeal to global organizations with the promise to replace their older individual systems with a single integrated ES and how an ES allows companies to integrate their unique operations with a single system of many integrated modules that are designed to provide prebuilt and tested applications; New concepts, steps, risks, and methods that an organization should follow to successfully create and deploy an ES; and the top 10 reasons that ES projects fail and the practices to manage these risks. In addition, the book describes a new Implementation Model and methods to ensure success in deploying an ES across a firm with several divisions, international operations, product lines, and infrastructure. Essentially, this book:

    • Describes, in non-technical terms, what business functions this new software product will improve
    • Shows how an enterprise should use this software product to accomplish their goals to install and use this new technology to upgrade their older systems
    • Explains what an organization’s management and project teams should avoid during selecting, planning, and implementing their ES to avoid common mistakes
    • Describes the skills and experience (including IT and general management) the Project Manager must have to lead the project team(s) to implement this advanced system.


    1.1   The Challenge to Deploy Enterprise Systems

    1,2   10 Reasons Projects Fail

    1.3   Benefits and Risks to Deploy an ES

    1.4   Translate Organization’s LR Goals into ES       


    1.5    The Audience for This Book

    1.6    Organization of This Book

    1.7    Summary



    2.1     ES Project Life Cycle  

    2.2     Define Roles and Responsibilities  

    2.3     Create Roles and Responsibilities Chart

    2.4     Define Project Organization Chart

    2.5     Monitor and Control Project Tasks

    2.6     Project Manager Skills

    2.7     Business Management Skills  

    2.8     Technical Management Skills 

    2.9     Summary


    3.       CHOOSE ES SOLUTION  

    3.1    Organize Selection Process 

    3.2    Define High Level Requirements

    3.3   Identify ES Products That Match Requirements

    3.4   Issue RFP and Evaluate Vendor Proposals

    3.5 Select the ES Product That Best Meets the Requirements 

    3.6 Prepare Preliminary List of Custom Changes

    3.7 Prepare Business Case and Recommendation for the Project Steering Committee

    3.8 Summary


    4.1 Prepare Project Plan Documents

    4.2 Prepare Project Schedule

    4.3 Prepare Deliverables, Issues and Risks Logs 

    4.4 Prepare Project Budget

    4.5 Establish Standards to Build an Enterprise System

    4.6 Hold Project Kickoff Meetings

    4.6 Begin Staffing the Project

    4.7 Summary



    5.1 Design Enterprise System

    5.2 Define Requirements for Configuration 

    5.3 Define Requirements for Custom Changes

    5.4 Prepare Requirements for Data Migration

    5.5 Define Requirements for Technical Architecture

    5.6 Prepare Traceability Matrix

    5,7 Revise Project Schedule & Budget

    5.8 Summary



    6.1      Configure OOTB Functions

    6.2      Customize OOTB Functions

    6.3      Modify Legacy Data and Migrate to the New System

    6.4      Prepare Programs for Systems Administration Functions

    6.5      Form Test Team

    6.6     Prepare Test Plan and Calendar

    6.7     Setup Systems Test Platform

    6.8      Prepare Test Data and Cases

    6.9      Train Test Team

    6,10   Conduct System Test

    6.11   Fix Defects and Retest

    6.12   Compliance Test for ES Systems

    6.13    Summary



    7.1 Complete Go Live Tasks

    7.2 Prepare Deployment Plan

    7.3 Setup Support and Help Desk

    7.4 Train Users

    7.5 Launch Deployment

    7.6 Monitor Deployment 

    7.7 Summary



    8.1 Introduction

    8.2 Archive Project Documents

    8.3 Close Vendor Contracts

    8.4 Submit Project Review

    8.5 Reassign Project Team Members

    8.6 Begin Planning for Next Project Cycle

    8.7 Summary



    A.  Glossary




    David Mattson is a partner at Biopharma Consulting and previously at CSC Consulting. He has led Enterprise Systems (ES) projects for Johnson & Johnson, Federal Express, Clemson University, NYU Langone, the Department of Homeland Security, and several startup firms. In addition, he has directed multiple projects to replace an organization’s ERP system with a new ES. His expertise in managing IT projects includes:

    • Client projects for 2 major consulting firms (BearingPoint, CSC)
    • Enterprise Systems projects with staffs of 5 to 20 and budgets of $1M- $20M
    • Implementing ES for Human Resources, Finance, Purchasing, Supply Chain, Manufacturing, Sales, Marketing, and R&D
    • Responsibility for: Project Plans (project charter, schedule, resources, budgets, issues/risks, project metrics, and deliverables and Project Management;  planning scope, issues/risks, schedule, budget, and quality and reporting project status to the program steering committee.)
    • Managing global project teams (IT, consultants, and business teams)
    • Strong customer focus and ability to manage client expectations
    • Project Management Professional Certification (PMI)

    David has a BS in Engineering and an MBA from Wharton at the University of Pennsylvania.